
Wealth Management Professional
1 day ago
We are seeking a seasoned professional to manage family office relationships and wealth management for a leading organization.
Location: Delhi
Role: AVP/VP-Family Office
Required experience: 8+ years
Key Responsibilities:
• Manage family office relationships and ultra high net worth individuals in the Delhi and NCR region
• Identify and acquire new family office relationships and UHNIs in the region
• Develop and implement strategies to increase market share in the family office/UHNI segment
• Upscale clients to longer-term assets
Requirements:
Candidates must have at least 8 years of experience in either wealth management or AIF/PMS sales.
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